Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Should Your Client Relocate in Retirement?
By Roger WohlnerIt's important to look at the whole picture — financial and otherwise.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 16, 2026
Some Medicare Households May Need $500,000 for Health Care in Retirement: ReportThe projections are particularly challenging for couples with high prescription drug costs, the Employee Benefit Research Institute finds.
March 16, 2026
Exploring the Retirement Risk ZonePortfolio returns in the years right before retirement are more important than those immediately after, our analysis shows.
March 16, 2026
How to Help Retired Clients Cope With Market VolatilityOnce investors begin taking income from their portfolios, the order in which returns occur becomes critically important.
March 13, 2026
Retirement Before 65: How to Pay for Health Costs Until Medicare Kicks InMore than half of workers retire before reaching Medicare age. Here's how advisors can help.
March 12, 2026
The Midlife Caregiving Wake-Up CallWhen clients' parents get older, that opens the door to long-term care conversations.
March 11, 2026
12 Cities Where a $100,000 Salary Buys the LeastWhen taxes and cost of living are considered, this amount doesn't go far in many places, SmartAsset finds.